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Financial Planner

Financial Planning Information

Sherman Wealth Management provides you with relevant financial planning information to give you the resources you need to make informed choices. Read through our posts below and contact us to set up a free call for more information on creating a custom financial plan.

April 13, 2016
6 Questions for Financial Advisor

6 Questions to Ask A Financial Advisor

Finding a financial advisor who is right for you is an important process. A good financial advisor is there to prevent you from making decisions that would have a negative, unintended impact on you. Who wouldn’t love to have a financial coach to keep you on track to achieve your financial goals? Just like with […]
January 15, 2016

Still haven’t won the Powerball?… Now what?

Still haven’t won the Powerball/? You may have to postpone that fantasy of buying a private island in Thailand, but that doesn’t mean you can’t still be on your way to achieving your financial goals and dreams. Here’s one way to do it – take that money you’re sinking into lottery tickets and invest it […]
January 14, 2016

Why Go Where Your Money’s Not Wanted?

In the film The Shining, a ghostly bartender tells Jack “your money’s no good here,” while other ghosts are planning to do away with Jack and his family. In December it was Wells Fargo doing the “ghosting.” By urging its brokers to get rid of clients with a minimum balance of less than 65,000, Wells […]
January 13, 2016

Why You Should Consider Buying that Powerball Ticket

If you won the Powerball today, what would you do with the $90 million dollars? While I’m not the first to tell you that you are definitely not going to win the Powerball – you have a 20 times greater  chance of having identical triplets – it’s a great idea to think about what you […]
October 15, 2015

The Most Important Question You’ll Ever Ask Your Financial Advisor

Does your financial advisor follow the Fiduciary Standard or the Suitability Standard? If you don’t know the answer without peeking – or calling your Lifeline – you’re not alone. A surprising number of people don’t know what these very important terms mean and whether their advisor is acting in their best interest. Aren’t all financial […]
August 25, 2015

Has the Internet Replaced Personal Financial Advisors?

With the wealth of information readily available online, it’s easy to feel that we’re all experts about everything. From scouring the finance blogs and Twitter for the latest “surefire” ways to beat the market, to diagnosing our aches on WebMD, to grilling along with Bobby Flay on YouTube, it can seem like we have almost […]
August 4, 2015

Do You Share These 4 Habits of the Wealthy?

In his book “Rich Habits: The Daily Success Habits Of Wealthy Individuals,” author Thomas Corley outlines what he learned when he surveyed both wealthy and struggling Americans about their habits and attitudes. Here are a few “rich habits” he identified that are worth integrating into your professional, financial, and even personal life, to help you […]
July 14, 2015

Not Investing Yet? Here Are 4 Simple Steps To Get You Started

Close your eyes for a moment and envision where you’d like to be in 30 or 40 years… Are you sailing to Tahiti? Writing that book? Running your vineyard? Building a new company? If you had trouble envisioning where you’d like to be, you’re not alone. But unless you can visualize it, unless you’ve got […]
June 9, 2015

5 Important Planning Tips for New Parents

Expecting a visit from the stork soon or has it already dropped off a new bundle of joy? If so, you know the full range of emotions that come with a growing family. Along with the love and excitement you feel with a new baby boy or girl, comes the pressure of new responsibilities and […]
June 1, 2015

Four Things Entrepreneurs Can do Now to Save for Retirement

While retirement may seem a long way off when you’re young and just starting to build a business – or older and rebooting – it’s important to have a retirement savings plan and stick to it to create the future you want. Retirement planning can be difficult for anyone, but entrepreneurs and small business owners […]